How to connect Paperform + Wintouch 7
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New Account-ContactTriggers when a new contact is added to an account.Trigger
- Deleted Account-ContactTriggers when a contact is deleted from an account.Trigger
- Updated Account-ContactTriggers when a contact of an account is updated.Trigger
- Deleted ContactTriggers when a contact is deleted.Trigger
- Updated ContactTriggers when a contact is updated.Trigger
- Create AccountCreates an account.Action
- Create ContactCreates a contact.Action
- Wintouch 7
Updates an account-contact.
- Step 1: Authenticate Paperform and Wintouch 7.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.